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Online Webinar: Risk Management for Retirement Benefits Professionals

  • 18 Feb 2016
  • 10:30 AM - 11:30 AM (PST)
  • Online Webinar


  • A member of any chapter of the WP&BC in good standing.

Registration is closed

Risk Management for Retirement Benefits Professionals

Heather L. Rosing, shareholder and CFO for Klinedinst PC in San Diego, will address common risk management concerns and issues in the retirement industry, including the following topics:
  • What does a malpractice lawsuit look like?
  • What is the number one reason that professionals receive a malpractice claim and what can they do to reduce malpractice exposure?
  • What are the warning signs during an initial client interview for avoiding the difficult client?
  • What are the common pitfalls when professionals purchase malpractice insurance?

About Our Presenter

Heather L. Rosing is a shareholder and CFO for Klinedinst PC in San Diego. A graduate of the University of Illinois and Northwestern University School of Law, she is Chairperson of the firm’s Professional Liability Team, which litigates complex malpractice and fraud cases and advises in the areas of ethics and risk management.

During her four year tenure on the State Bar of California’s Board of Trustees (2011-2015), Ms. Rosing served as Vice-President, Treasurer, and Chairperson of the Regulations, Admissions, and Discipline Oversight Committee. In 2008, she was President of the San Diego County Bar Association, where she established a nationally recognized pro bono program to assist active duty military personnel under the Servicemembers Civil Relief Act, and spearheaded a Civility, Integrity, and Professionalism campaign. A certified specialist in legal malpractice and a former member of the ABA Standing Committee on Lawyers’ Professional Liability, Ms. Rosing donates much of her time to speaking and teaching free of charge on ethics and professionalism across the State and Country. Also the recipient of numerous accolades, Ms. Rosing was most recently awarded Lawyer of the Year by the San Diego Defense Lawyers (2015), the Exemplary Service Award by the San Diego Volunteer Lawyer Program (2014), and # 1 Attorney in San Diego County by Southern California Super Lawyers® (2014).

The webinar will provide one continuing education credit for ASPPA, NIPA, JBEA, ERPA, MCLE CA, CPA CE for CA and OR.

Members are $35, Nonmembers are $50.

Please feel free to reach out to WP&BC with any questions.

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